MUFG Branch Service Specialist, Part-time 20 Hours, Lakewood, CA Part Time in Lakewood, SK


Branch Lakewood SK CA

Branch Service Specialist, Part-time 20 Hours, Lakewood, CA
Lakewood, SK

Conform to all government compliance regulations. Depending on the office assigned, may be responsible for servicing specialty segments such as Priority and…

Join a bank that’s as committed to your future as you are. At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our diverse colleagues are connected by a common ambition to create change for the better – from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of financial services. Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group.

Job Summary:
Reporting to the Branch Manager and/or Branch Service Manager, the Branch Service Specialist is responsible for performing a variety of duties including, responding to customer inquiries, processing transactions, customer requests, resolving difficult/complex issues, and making quality sales referrals.

The Branch Service Specialist may receive day-to-day work direction from other branch officers. Depending on the office assigned, may be responsible for servicing specialty segments such as Priority and Cash and Save, etc.

Major Responsibilities:
Under guidance of office leadership, will be responsible for:
50% – Customer Service Transactions

Ensure understanding of and adherence to all operating policies, procedures and regulatory requirements.
Provide an outstanding customer experience when responding to customer requests and inquiries and processing transactions within assigned authority.
Respond directly to customer issues and complaints in a timely, professional and effective manner.
Escalate more complex issues/complaints to the appropriate supervisor or co-worker within the branch if unable to resolve directly.
Maintain cash drawer within prescribed cash limits and meet cash balancing standards.
Perform more complex tasks such as Safe Deposit activities, handling of customer requests/research, merchant teller services, remote branch capture, etc., in compliance with established policies, procedures and standards.

30% – Sales Referrals

Identify and recommend appropriate bank services that result in quality sales and best meet customers’ needs.
Participate in sales promotions and meet monthly referral goals.
May assist Manager in training tellers to effectively identify quality referral opportunities.

20% – Operations/Risk/Compliance

Verify and/or approve various documents and transactions, (e.g., G/L tickets, IBC’s, Customer Charges, Deposits, etc.).
Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Conform to all government compliance regulations.

Must have strong verbal and written communication skills
Must have good leadership and interpersonal skills
Familiar with standard branch technology and teller equipment
Customer service and cash handling experience.
Good math, reading, and comprehension abilities
Strong problem-solving skills
Typically requires 2+ years of customer service experience in a retail bank.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

Watch how we are shaping a better future.

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Employment Type: Part Time
Location: Regina, SK, CA
Posted on: 2016-12-06
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